Live panel on Feb 24th 3pm ET

Replace the Bottlenecks. Reclaim Control.

Choose Clarity Without the Chaos.

A 5-Day Email Course + Live Expert Panel for Bookkeeping Firm Owners Who Are Ready to Lead Their Team. Not Chase.

What you get

Live Expert Panel Discussion 5 Day Email Course Noteworthy Resources from Industry Leaders

No fluff. Just real systems from founders who’ve built and scaled firms.

Are You becoming the Bottleneck?

Running a bookkeeping firm with a team shouldn’t mean:

Fixing the same mistakes year after year
Hoping books are truly tax-ready
Month-end depending on you
Feeling like you can’t fully step away

It’s that the standards, steps, and expectations live in your head. And when systems live in your head, control slips away.

Does Your Team have the Room to Breathe?

In this 5-day experience, you’ll learn how to:

Document expectations so your team can execute confidently
Capture lessons so mistakes don’t repeat
Deliver books that tax professionals trust
Turn month-end into a repeatable system
Build the foundation for delegation and automation

Clarity replaces chaos. Systems replace stress. Control returns to you.

The 5-day Email Course

Day 01: Leslie Liondas, CPA

Meet the expert:
Leslie Liondas, CPA, is a firm owner, leadership coach, and Certified Clockwork Partner who helps accountants overcome overwhelm and build operationally efficient firms that don’t depend on them for survival.
 

What you’ll gain:
Why Overwhelm Drives Control (And What It Costs)
Learn how undocumented expectations create bottlenecks — and how documenting your process restores leadership and freedom.

What you’ll walk away with:

Identify where unspoken standards are creating review bottlenecks
Implement a simple documentation step that empowers ownership on your team

Day 02: Justine Lackey

Meet the expert:
Justine Lackey is the founder of Good Cents Management, one of the first virtual bookkeeping firms in the U.S., which she scaled and sold in 2023. She now mentors firm owners to build profitable, system-driven businesses that create both prosperity and peace.  

What you’ll gain:
The Power of the After Action Review 
Discover how structured reflection prevents repeated mistakes and strengthens your systems year over year. 

What you’ll walk away with:

Apply the 4-question AAR framework to improve workflows and reduce recurring errors
Build a repeatable improvement process that strengthens your firm each season

Day 03: Nancy McClelland, CPA

Meet the expert:
Nancy McClelland, CPA, founder of The Dancing Accountant, is an award-winning educator and firm owner known for elevating bookkeeping standards and strengthening the bookkeeper–tax professional relationship.  

What you’ll gain:
When Tax-Ready Books Actually Become Tax-Ready
Shift from hoping your books are right to proving they are.

What you’ll walk away with:

Implement a Balance Sheet proofing method that increases confidence and clarity
Improve communication between bookkeeping and tax teams through documentation

Day 04: Isaac Perdomo

Meet the expert:
Isaac Perdomo is a process optimization expert and founder of Opzer, helping 100+ accounting firms use AI, automation, and structured workflows to eliminate manual work and improve margins. 

What you’ll gain:
The 15-Minute Month-End Checklist 
Turn month-end from a recurring bottleneck into a repeatable, delegatable system. 

What you’ll walk away with:

Build a checklist-driven month-end close process your team can follow without you
Prepare your workflows for automation and AI integration

Day 05: Operating with Visibility
(Hosted by Financial Cents)

Lesson Focus:
Where Systems Live Determines Who’s in Control
Learn how centralized workflows, capacity visibility, and clear ownership move you from reactive management to proactive leadership.
 
What you’ll walk away with:

Identify gaps in workflow visibility that create hidden bottlenecks
Establish a centralized system that supports accountability and scalability

Feb 24th 3pm ET

Live Expert Panel: Choose Clarity Without the Chaos

Join Isaac Perdomo, Justine Lackey, and Nancy McClelland for a live discussion on building firms that run on systems — not stress.

What we’ll cover:
 